01-19-2018, 05:01 PM
I wanted to give everyone an update on this topic.
As a reminder, I am pursuing a BSBA in Finance at TESU.
I have credits from:
Penn State
Bucks County Community College
LaSalle University
FINRA (Series 7 and 65)
The American College (ChFC/CFP Designations)
Study.com
I just received my academic evaluation. I have not spoken with an academic advisor yet and I still have to figure out how to transfer or prove my FINRA Licenses which will count for 5 credits in the Core area of the program (Series 65 counts as 2 Credits in Business Law and the Series 7 counts as FIN301)
As a quick side question, does anyone know how I go about getting 1 hour in Business Law or am I really just not getting the 2 hours from the Series 65?
Anyway, I am super excited to share this information with everyone.
They gave me a total of 18.66 credits for the American College coursework required to complete the ChFC/CFP designations. 10.66 Credits went to Group I (300/400 Level Courses) and 2 Credits went to Group II meaning I only need 6 more credits for the Finance Requirements! The other 4 credits went to Electives.
Here is the breakdown from my academic evaluation tool online.
Group I (300/400 Level)
They didn't state how much each course was worth, just the total of 10.66.
HS311 Fund of Insurance Planning
HS330 Fund of Estate Planning
HS328 Investments
HS300 Financial Planning Process
HS319 Apps in Financial Planning II
HS314 Apps in Financial Planning I
Credits in Group II
HS326 Planning for Retirement Needs
Electives
They gave me 2 credits for each of the following courses:
HS321 Income Taxation
HS333 Personal Financial Planning Case Analysis
Again, I only shared this information, because I haven't seen it on this board in the past. Hopefully it will help some people out there that have completed this work as well.
I hope everyone has a great weekend!
Gloddy
As a reminder, I am pursuing a BSBA in Finance at TESU.
I have credits from:
Penn State
Bucks County Community College
LaSalle University
FINRA (Series 7 and 65)
The American College (ChFC/CFP Designations)
Study.com
I just received my academic evaluation. I have not spoken with an academic advisor yet and I still have to figure out how to transfer or prove my FINRA Licenses which will count for 5 credits in the Core area of the program (Series 65 counts as 2 Credits in Business Law and the Series 7 counts as FIN301)
As a quick side question, does anyone know how I go about getting 1 hour in Business Law or am I really just not getting the 2 hours from the Series 65?
Anyway, I am super excited to share this information with everyone.
They gave me a total of 18.66 credits for the American College coursework required to complete the ChFC/CFP designations. 10.66 Credits went to Group I (300/400 Level Courses) and 2 Credits went to Group II meaning I only need 6 more credits for the Finance Requirements! The other 4 credits went to Electives.
Here is the breakdown from my academic evaluation tool online.
Group I (300/400 Level)
They didn't state how much each course was worth, just the total of 10.66.
HS311 Fund of Insurance Planning
HS330 Fund of Estate Planning
HS328 Investments
HS300 Financial Planning Process
HS319 Apps in Financial Planning II
HS314 Apps in Financial Planning I
Credits in Group II
HS326 Planning for Retirement Needs
Electives
They gave me 2 credits for each of the following courses:
HS321 Income Taxation
HS333 Personal Financial Planning Case Analysis
Again, I only shared this information, because I haven't seen it on this board in the past. Hopefully it will help some people out there that have completed this work as well.
I hope everyone has a great weekend!
Gloddy